EVELYN ROBLES
Denmark,SC
Summary
Skilled administrative professional with over 16 years of experience in a CPA office. Adept at managing appointments, preparing financial documents, and maintaining client records. Passionate about delivering exceptional customer service and optimizing office operations.
Overview
16
16
years of professional experience
Work History
Secretary
ELIAS AZIZ LAVI CPA
Los Angeles, California
04.2010 - Current
- Managed appointment scheduling for clients and staff in a busy CPA office.
- Prepared and organized financial documents for client meetings and audits.
- Maintained accurate records of client interactions and correspondence.
- Assisted in the preparation of tax returns and financial reports.
- Coordinated communications, taking calls, responding to emails and interfacing with clients.
- Answered telephone calls to give information to callers, take messages or transfer calls to appropriate individuals.
- Responded to customer inquiries via email or telephone in a polite and professional manner.
- Responded to customer issues to provide immediate resolution and improve retention.
- Processed invoices for payment; tracked payments received from vendors and clients.
- Provided administrative support to the Office Manager and other staff members.
- Organized office supplies and maintained inventory for daily operations.
- Ordered supplies as needed; tracked inventory levels and placed orders with vendors when necessary.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Supported bookkeeping tasks by entering data into accounting software systems.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
Education
High School Diploma -
Benjamin Franklin High School
Los Angeles, CA06-2008
Skills
- Appointment scheduling
- Financial reporting
- Data entry
- Document organization
- Office administration
- Accounts payable
- Inventory management
- Customer service
- Client relationship management
- Keyboarding skills
- Time management
- Problem solving
- Attention to detail
Languages
English
Professional
Spanish
Professional
Timeline
Secretary
ELIAS AZIZ LAVI CPA
04.2010 - Current
High School Diploma -
Benjamin Franklin High School